DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Kanawha Capital Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James D Pickert | Wealthspire Advisors mixed wealth | Kanawha Capital Management, LLC independent RIA | RIA to RIA | Mar 30, 2023 | Apr 10, 2023 |
| Kevin Scott Seay | Suntrust Investment Services, Inc. other | Kanawha Capital Management, LLC other | Other | Jul 19, 2016 | Aug 2, 2016 |
| Melissa Ramona Townes | UBS Financial Services Inc. wirehouse | Kanawha Capital Management, LLC other | Other | Aug 3, 2009 | Nov 3, 2009 (92 d) |
| Thomas Kirby Garner | Suntrust Investment Services, Inc. other | Kanawha Capital Management, LLC other | Other | Jan 6, 2006 | Jan 24, 2006 |
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4 moves match.